CFG

Cambridge Financial Group Portfolio holdings

AUM $198M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
-$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1 +$517K
2 +$193K
3 +$163K
4
CAH icon
Cardinal Health
CAH
+$65.8K

Top Sells

1 +$1.61M
2 +$1.48M
3 +$1.24M
4
MSFT icon
Microsoft
MSFT
+$930K
5
UNH icon
UnitedHealth
UNH
+$785K

Sector Composition

1 Technology 31.83%
2 Financials 16.84%
3 Industrials 16.52%
4 Healthcare 12.02%
5 Consumer Staples 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$5.35M 2.89%
112,305
-9,136
27
$5.33M 2.88%
73,202
-7,111
28
$5.32M 2.87%
144,612
-8,351
29
$5.28M 2.85%
149,855
+14,657
30
$5.01M 2.71%
76,542
+2,947
31
$226K 0.12%
2,275
-5,065